Latest Institutional Purchases of Vanguard Specialized Funds Van (VNQ)
This list provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
108+ 36.36% |
$9.24K - $10.2K
|
405
$36.3K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
106+ 3.76% |
$9.07K - $10K
|
2.93K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
106+ 6.43% |
$9.07K - $10K
|
1.76K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
105+ 2.84% |
$8.98K - $9.91K
|
3.81K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
102+ 0.33% |
$8.73K - $9.62K
|
30.8K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
101+ 1.92% |
$8.64K - $9.53K
|
5.37K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
101+ 0.14% |
$8.64K - $9.53K
|
70.7K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
101+ 3.52% |
$8.64K - $9.53K
|
2.97K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.07% |
$8.56K - $9.43K
|
140K
$12.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 1.52% |
$8.56K - $9.43K
|
6.69K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98+ 1.31% |
$8.38K - $9.25K
|
7.6K
$680K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
93+ 1.32% |
$7.96K - $8.77K
|
7.14K
$639K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
92+ 0.56% |
$7.87K - $8.68K
|
16.4K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
88+ 1.01% |
$7.53K - $8.3K
|
8.8K
$787K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
83+ 0.63% |
$7.1K - $7.83K
|
13.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
82+ 40.2% |
$7.02K - $7.74K
|
286
$25.6K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80+ 2.78% |
$6.84K - $7.55K
|
2.96K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
79+ 2.89% |
$6.76K - $7.45K
|
2.81K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
74+ 0.52% |
$6.33K - $6.98K
|
14.2K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 13.25% |
$6.25K - $6.89K
|
624
$55.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
72+ 1.41% |
$6.16K - $6.79K
|
5.17K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
69+ 0.71% |
$5.9K - $6.51K
|
9.84K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
68+ 3.52% |
$5.82K - $6.42K
|
2K
$179K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
68+ 2.28% |
$5.82K - $6.42K
|
3.05K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.63% |
$5.39K - $5.94K
|
10K
$895K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63+ 0.46% |
$5.39K - $5.94K
|
13.7K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
62+ 0.89% |
$5.3K - $5.85K
|
6.99K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
58+ 0.44% |
$4.96K - $5.47K
|
13.1K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
58+ 1.13% |
$4.96K - $5.47K
|
5.17K
$463K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56+ 1.2% |
$4.79K - $5.28K
|
4.72K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
56+ 1.36% |
$4.79K - $5.28K
|
4.18K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
55+ 1.88% |
$4.71K - $5.19K
|
2.98K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
54+ 0.46% |
$4.62K - $5.09K
|
11.7K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 0.41% |
$4.62K - $5.09K
|
13.1K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
53+ 0.19% |
$4.53K - $5K
|
27.6K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51+ 22.47% |
$4.36K - $4.81K
|
278
$24.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
50+ 28.57% |
$4.28K - $4.72K
|
225
$20.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
50+ 0.28% |
$4.28K - $4.72K
|
18.1K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 1.24% |
$4.28K - $4.72K
|
4.08K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
48+ 0.54% |
$4.11K - $4.53K
|
9.02K
$807K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
48+ 1.24% |
$4.11K - $4.53K
|
3.9K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
47+ 0.92% |
$4.02K - $4.43K
|
5.15K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
47+ 0.66% |
$4.02K - $4.43K
|
7.2K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
46+ 31.08% |
$3.94K - $4.34K
|
194
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
45+ 1.37% |
$3.85K - $4.25K
|
3.32K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
38+ 0.96% |
$3.25K - $3.58K
|
3.98K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.25K - $3.58K
|
38
$3.4K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.03% |
$3.17K - $3.49K
|
3.63K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35+ 8.35% |
$2.99K - $3.3K
|
454
$40.6K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
34+ 0.37% |
$2.91K - $3.21K
|
9.23K
$827K
|